Portfolio (Quarterly)
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Investors Research Corp
· CIK 0001730630| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | FDL | FIRST TR EXCHANGE-TRADED FD | — | 136,998.0 | $6.1M | 1.11% | NEW | — | $44.34 | +11.8% |
| 22 | DBEF | DBX ETF TR | — | 123,912.0 | $6.0M | 1.09% | NEW | — | $48.11 | +7.8% |
| 23 | XLE | SELECT SECTOR SPDR TR | — | 116,181.0 | $5.2M | 0.95% | NEW | — | $44.71 | +31.6% |
| 24 | SCZ | ISHARES TR | — | 65,597.0 | $5.1M | 0.93% | NEW | — | $77.53 | +8.8% |
| 25 | PFF | ISHARES TR | — | 161,415.0 | $5.0M | 0.92% | NEW | — | $30.96 | +0.7% |
| 26 | AAPL | APPLE INC | Technology | 18,087.0 | $4.9M | 0.90% | NEW | — | $271.86 | +9.6% |
| 27 | IGLB | ISHARES TR | — | 96,181.0 | $4.9M | 0.89% | NEW | — | $50.45 | -2.7% |
| 28 | PFXF | VANECK ETF TRUST | — | 272,102.0 | $4.8M | 0.88% | NEW | — | $17.66 | +4.1% |
| 29 | PGF | INVESCO EXCHANGE TRADED FD T | — | 322,794.0 | $4.6M | 0.84% | NEW | — | $14.14 | -2.0% |
| 30 | IVV | ISHARES TR | — | 6,479.0 | $4.4M | 0.81% | NEW | — | $684.94 | +8.3% |
| 31 | VYMI | VANGUARD WHITEHALL FDS | — | 42,041.0 | $3.8M | 0.69% | NEW | — | $90.00 | +9.8% |
| 32 | DEM | WISDOMTREE TR | — | 73,266.0 | $3.4M | 0.63% | NEW | — | $46.71 | +14.2% |
| 33 | IEO | ISHARES TR | — | 33,004.0 | $2.9M | 0.54% | NEW | — | $89.26 | +33.2% |
| 34 | PSK | SPDR SERIES TRUST | — | 90,729.0 | $2.9M | 0.53% | NEW | — | $31.69 | -2.1% |
| 35 | SCHA | SCHWAB STRATEGIC TR | — | 93,859.0 | $2.7M | 0.49% | NEW | — | $28.48 | +14.2% |
| 36 | MDYG | SPDR SERIES TRUST | — | 28,452.0 | $2.6M | 0.48% | NEW | — | $92.43 | +13.4% |
| 37 | TFC | TRUIST FINL CORP | Financial Services | 43,678.0 | $2.1M | 0.39% | NEW | — | $49.21 | -4.6% |
| 38 | CF | CF INDS HLDGS INC | Basic Materials | 26,690.0 | $2.1M | 0.38% | NEW | — | $77.34 | +58.7% |
| 39 | GOOGL | ALPHABET INC | Communication Services | 6,593.0 | $2.1M | 0.38% | NEW | — | $313.00 | +27.1% |
| 40 | AMZN | AMAZON COM INC | Consumer Cyclical | 8,723.0 | $2.0M | 0.37% | NEW | — | $230.81 | +14.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
17.2%
Technology
14.6%
Consumer Cyclical
13.4%
Energy
9.2%
Basic Materials
8.3%
Communication Services
7.1%
Consumer Defensive
7.1%
Industrials
6.9%
Healthcare
6.6%
Real Estate
5.3%